Clear Springs Wealth

"Lisa is the best! She makes you think outside the normal-conventional financial questions and listens to you and what you need. Everyone’s financial needs are different and she makes sure you are listened to and comfortable with adjustments and changes moving forward. Wish I would have found her earlier in life to help make sense of daunting life financial decisions."

"Lisa is great to work with! She makes you feel confident in the decisions you’re making with your finances because of how much time and dedication she has put into studying and comparing options. She can give recommendations on some of the best tools to save money and the smartest things to invest in. She also was able to break things down step by step to make it easier for me to understand the process she goes through when managing finances. I highly recommend working with her so you can feel comfortable and confident in your financial decisions!"

"Lisa is not only knowledgeable and competent, she is caring and personable! I feel confident that she is helping me make wise and informed financial choices. I finally feel like I have someone truly on my team working toward my goals. Highly recommend!"

"Clear Springs Wealth takes all the fear and anxiety out of planning for your future. I wish we would have started working with a financial planner years ago. With Clear Springs Wealth, we quickly found out that it's never too late! Even though my income keeps changing because I'm caring for an elderly parent, Lisa offered many options to move forward and reach our goals. It's never easy to talk about money. But Lisa took the time to make us feel comfortable and really listen to what we wanted to accomplish. Without answering Lisa's questions and sharing with her all of our financial information, I don't think we would have even known what we'd want our post-retirement life to be like. She has helped keep our dreams realistic while doing everything she can to lay out a plan to get us where we want to be, and how we need to do that, including changes we'd need to make. The tools CSW has are easy to work with, easy to understand, and puts all our financial in one clear and precise picture. Lisa is extremely responsive and is always ready to help or answer questions. I fully trust CSW with both planning and managing my money with my best interests in mind. I would highly recommend Clear Springs Wealth and Lisa to everyone, no matter what financial situation they are in."

"Working with Lisa has been amazing. Her "wealth" of knowledge and caring and thoughtful attitude is priceless. She is also thorough and passionate. Her wonderful sense of humor is an added bonus."